PORTFOLIO MEDICS, LLC - Financial Advisor in Florida, Bonita Springs

Tel: (239) 444-1766 27499 Riverview Center Blvd Suite 406 Bonita Springs, Florida 34134

About PORTFOLIO MEDICS, LLC

PORTFOLIO MEDICS, LLC is a Bonita Springs, Florida based financial advisory firm with nearly $499,609,065 in assets under management and provides investment advisory services for 2499 clients. There are currently 75 financial advisors at the firm.

General Information

Firm CRD#:

145958

Firm SEC#:

801-113846

Assets Under Management:

$499,609,065

No. of Clients:

2499

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Florida, Bonita Springs

FirmCRD#:169450

SEC#:801-128016

No. of Advisors:7

No. of Clients:623

AUM:$152,170,205

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

NOVA WEALTH MANAGEMENT, INC.

169450

801-128016

623

$152,170,205

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